Jennifer Jensen
Jennifer Jensen is a registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 31 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
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Regulatory History (1)
Regulatory
September 2020Other Business ActivitiesSells Insurance
Jennifer owns a photography business, is an insurance agent selling life and annuity products, and owns Bokeh Financial LLC. She also serves as a board member for the Saline Track and Field Fund, a non-profit organization.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Spc
Parkland Securities, LLCBroker
Sigma Financial CorporationBroker
Robert Thomas Securities, INCBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.